Legacy Financial
By: WROC
Updated: June 24, 2008
"What to do with your 401(k) when you leave your employer, either through separation or retirement."
Legacy Financial Planning is an office of dedicated individuals, closely united in our commitment to meeting the financial needs of our clients. Their mission is to help you achieve financial security and success, and maintain it through the changing financial climate that likely lies in the years ahead.
Through partnering with strong companies and strong infrastructure, Legacy Financial Planning will remain loyal and committed for the long term to the client and colleagues. They believe their knowledge, along with strong committment to the client's financial well being, makes them the best resource for all financial needs including:
Individual Needs
Estate Analysis
Retirement Planning
IRA's & Annuities
Managed Accounts (Asset Management Programs)
Mutual Funds
General Securities (Stocks, Bonds, ETF's, and UIT's)
Products for Education Funding
Life, Health, & Disability Income Insurance
Long-Term Care Insurance
Business Needs
Business Planning
401(K) Plans
KEOGH Plans
Key Person Insurance
Buy-Sell Agreement Funding
Deferred Compensation Arrangements
Life, Health, & Disability Income Insurance
Financial Planning Services
Retirement Planning
Estate Planning
Asset Allocation Modeling
Cash Flow Analysis
*Business and Tax Planning
Fee-Based Financial Planning
We have representatives in this office licensed and registered to offer products
and services in Life Insurance, Disability, Annuities, Investment Advisory Services and Securities. Licenses and registrations will vary by representative and some representatives may be licensed and registered
in additional states. Please contact this office for further information.
*Pursuant to IRS Circular 230, MetLife is providing you with the following notification:
The information contained in this web site is not intended to (and cannot) be used by anyone to avoid IRS penalties. This website supports the promotion and marketing of financial planning. You should seek advice based on your particular circumstances from an independent tax advisor.
400 Meridian Centre, Suite 105 Phone: 1-866-213-8043, 585-241-5250 |
